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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Holden is a financial advisor with Kestra Advisory Services, LLC. Jon Holden has been in the industry since December 22, 1969. Jon Holden is registered with the state of Indiana. Jon Holden also has a Series 7TO, Series 63, and Series 1 license. Jon Holden is affiliated with Kestra Investment Services, LLC. Jon Holden has experience with individual clients, high-net-worth individuals, corporations or other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. Jon Holden provides investment advice to clients on a fee-only, hourly, or percentage of assets basis. Jon Holden's areas of specialization include portfolio management for businesses and individuals, financial planning, pension consulting, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
04/21/2016 - Present
Kestra Advisory Services, LLC (BLOOMINGTON IN)
NY
03/02/1987 - 03/22/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
AZ
11/19/1989 - 04/14/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/13/1979 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/14/1977 - 07/26/1989
PROVIDENT MARKETING CORPORATION
NA
04/30/1980 - 10/29/1981
SECURITIES MANAGEMENT & RESEARCH, INC.
NA
09/20/1971 - 01/14/1977
PLA SECURITIES CORPORATION
NA
12/23/1969 - 09/28/1971
AMERICAN UNITED LIFE INSURANCE COMPANY
NA
12/23/1969 - 09/28/1971
AUL EQUITY SALES CORP.
BC
Issued 06/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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